Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,222 | $175,231-78.2% | $149,696-74.5% | $139,466-72.6% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.6pp | 80.3%-15.1pp |
| Annual return | 15.07% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,845 | $5,478-66.3% | $4,821-61.7% | $4,754-61.2% |
| Participant deferral / active EE | $1,923 | $6,521-70.5% | $5,682-66.2% | $6,712-71.4% |
| Admin fee / account holder | $3,528 | $16,155-78.2% | $13,212-73.3% | $11,409-69.1% |